Heiko G.
@HeikoBusiness
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Following
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Stock market enthusiast. Finding 10x+ investments. Micro and Smallcaps. Business & Data Analyst. Bsc and Msc Economics & Management. No financial advisement.
Joined February 2021
1/2 Here is my written $OSS thesis I’ve uploaded on the microcapclub a few days ago. I want to update and extend it with the new ER in march and the new investor presentation. I‘m currently very busy but want to share with you this shortened version.
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@fpl__Physio 5 year for now. David Raun (former CEO) created the base for mulityear opportunities and hell of R&D. No other picks than $OSS $HITI and small bet $MRAI
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@fpl__Physio Important is to check if mgmt is on track. But rececent developments are very promising.
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@fpl__Physio Bear: $100 /2bln Base: $300 /6bln Bull: $900 /18bln This may sound crazy to many but I think we can get there a few years out. Leader in a (future) hot sector. Solid mgmt. Great partners. Solid margins. High insider/ Low float. Look at $XPEL, $CELH, $ENPH …
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1/2 Here is my written $OSS thesis I’ve uploaded on the microcapclub a few days ago. I want to update and extend it with the new ER in march and the new investor presentation. I‘m currently very busy but want to share with you this shortened version.
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$OSS gets it done.
Running AI locally on edge devices you get both better privacy and security AND massively better unit economics.
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$PLTR AIP/Ontology/Digital Twins are the backbone to build (industrial) AI applications. Those applications will need high computing power + low latency + inferences + robustness. $OSS hardware enables such needs.
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$PLTR now 10x+ $ENPH ~3.500% $TSLA 10x+ Next one $OSS
I think $OSS is the complementary of $PLTR on the hardware side. Government contracts + commercial sales. First Buys $PLTR 2020 $10.28 $OSS 2020 $2.48
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@Me5treX @MegatrendGlobal There is an old investment wisdom. Never average down losers but average up winners especially when mgmt starts to execute. If you want to take out risk wait for the next earnings. If mgmt executes as said u may pay higer prices but u have a better gut feeling. $OSS
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@MegatrendGlobal Never sell companies that are constructed to do 10x before they did 10x even if volatility increases😅. Big advocate of Buy, Hold and Harvest.
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@MegatrendGlobal I bought my first at IPO 2020. Everyone who works in AI/ML/Big Data knows the value of $PLTR . Next one is the AI hardware complementary $OSS
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$OSS Waiting for the Iphone moment for Edge AI. Enabling AI everywhere.
1. Edge Computing Over Cloud: AI moves from massive data centers to local devices, bringing privacy and speed 2. Data Quality Over Size: Better data beats bigger models 3. Practical Uses Over Demos: Solving real problems beats impressive parlor tricks The smart money sees this coming:
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@KyleAdamsStocks Don‘t know what you mean exactly but autonomous vehicles etc. cannot run on cloud.
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